Schwab Charles Corp
SCHW- Exchange
- NYSE
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
In the last 90 days, Schwab Charles Corp insiders filed 0 open-market purchases and 29 sales; 2,318 institutions reported holding it in 13F filings for Q2 2026, worth $133.8B in total; 6 superinvestors hold it, including Harris Associates (Oakmark) and Viking Global Investors.
13F holders, Q4 2024
Institutional positions in Schwab Charles Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,993
- +167 vs. Q3 2024
- Shares held
- 1.50B
- +16.3M (+1.1%) vs. Q3 2024
- Total value
- $110.8B
- +$14.8B (+15.4%) vs. Q3 2024
- New holders
- 275
- 705 more added
- Sold out
- 108
- 756 more reduced
31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SCHW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,318 | $133.8B |
| Q1 2026 | 2,340 | $133.5B |
| Q4 2025 | 2,329 | $145.5B |
| Q3 2025 | 2,174 | $139.2B |
| Q2 2025 | 2,146 | $137.4B |
| Q1 2025 | 2,030 | $119.1B |
| Q4 2024 | 1,993 | $110.8B |
| Q3 2024 | 1,857 | $96.3B |
| Q2 2024 | 1,899 | $110.4B |
| Q1 2024 | 1,879 | $108.2B |
| Q4 2023 | 1,877 | $103.0B |
| Q3 2023 | 1,740 | $80.5B |
| Q2 2023 | 1,775 | $82.9B |
| Q1 2023 | 1,676 | $77.1B |
| Q4 2022 | 1,626 | $129.9B |
| Q3 2022 | 1,520 | $97.3B |
| Q2 2022 | 1,490 | $84.2B |
| Q1 2022 | 1,567 | $112.8B |
| Q4 2021 | 1,505 | $111.9B |
| Q3 2021 | 1,351 | $95.3B |
| Q2 2021 | 1,345 | $95.5B |
| Q1 2021 | 1,311 | $85.0B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Schwab Charles Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Van Cleef Asset Management,Inc | 143,969 | $10.7M | 1.17% | −599−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 142,045 | $10.5M | 1.36% | −405−0.3% | Reduced |
| Mizuho Securities USA LLC | 141,684 | $10.5M | 0.19% | +44,813+46.3% | Added |
| Atria Investments LLC | 141,169 | $10.4M | 0.13% | −16,543−10.5% | Reduced |
| Parthenon LLC | 141,165 | $10.4M | 1.26% | −365−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 138,844 | $10.3M | 0.20% | +310.0% | Added |
| Toroso Investments, LLC | 138,097 | $10.2M | 0.08% | +18,912+15.9% | Added |
| Univest Financial Corp | 137,526 | $10.2M | 0.64% | −552−0.4% | Reduced |
| TCG Advisory Services, LLC | 137,065 | $10.1M | 0.43% | +9,961+7.8% | Added |
| Exchange Traded Concepts, LLC | 136,828 | $10.1M | 0.21% | +117,055+592.0% | Added |
| Nicholas Company, Inc. | 136,737 | $10.1M | 0.16% | −9,018−6.2% | Reduced |
| Hyperion Capital Advisors LP | 134,294 | $9.94M | 5.11% | −8,677−6.1% | Reduced |
| Oppenheimer Asset Management Inc. | 134,253 | $9.94M | 0.12% | +6,256+4.9% | Added |
| M&G Plc | 134,213 | $9.93M | 0.06% | −11,916−8.2% | Reduced |
| Principal Securities, Inc. | 133,843 | $9.91M | 0.22% | +5,663+4.4% | Added |
| Citizens Business Bank | 94,406 | $9.86M | 1.84% | +29,458+45.4% | Added |
| McGuire Investment Group, LLC | 132,593 | $9.81M | 1.42% | −550.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 130,757 | $9.68M | 0.21% | +130,757 | New |
| Northwestern Mutual Wealth Management Co | 130,560 | $9.66M | 0.01% | +11,746+9.9% | Added |
| MAI Capital Management | 130,295 | $9.64M | 0.07% | −10,729−7.6% | Reduced |
| Nordea Investment Management AB | 129,431 | $9.57M | 0.01% | +7,499+6.2% | Added |
| Ironwood Investment Counsel, LLC | 129,310 | $9.57M | 1.64% | −230.0% | Reduced |
| Oregon Public Employees Retirement Fund | 128,112 | $9.48M | 0.17% | +270+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 127,313 | $9.42M | 1.39% | +892+0.7% | Added |
| Country Club Bank | 126,856 | $9.38M | 0.63% | −3,324−2.6% | Reduced |
| Thompson Investment Management, Inc. | 126,446 | $9.36M | 1.34% | +4,403+3.6% | Added |
| Terry L. Blaker | 125,255 | $9.27M | 0.36% | −3,364−2.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 125,067 | $9.26M | 0.08% | +29,083+30.3% | Added |
| Hanson & Doremus Investment Management | 124,562 | $9.22M | 1.44% | −393−0.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 123,731 | $9.16M | 3.13% | +2,042+1.7% | Added |
| JustInvest LLC | 123,698 | $9.15M | 0.14% | +13,415+12.2% | Added |
| RSM US Wealth Management LLC | 123,458 | $9.13M | 0.13% | +6,047+5.2% | Added |
| Motco | 123,269 | $9.12M | 0.94% | −574−0.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 122,887 | $9.09M | 0.70% | +79,821+185.3% | Added |
| Sandy Spring Bank | 122,113 | $9.04M | 0.37% | −5,321−4.2% | Reduced |
| Tower Bridge Advisors | 121,543 | $9.00M | 0.96% | −6,316−4.9% | Reduced |
| Baker Avenue Asset Management, LP | 121,194 | $8.97M | 0.27% | +1,678+1.4% | Added |
| Advocate Group LLC | 121,166 | $8.97M | 1.69% | −223−0.2% | Reduced |
| Pacer Advisors, Inc. | 119,588 | $8.85M | 0.02% | +8,223+7.4% | Added |
| Gulf International Bank (UK) Ltd | 119,453 | $8.84M | 0.22% | +1,025+0.9% | Added |
| Grassi Investment Management | 118,718 | $8.79M | 0.75% | −900−0.8% | Reduced |
| Timber Creek Capital Management LLC | 117,923 | $8.73M | 2.52% | +673+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 116,583 | $8.63M | 0.24% | +7,182+6.6% | Added |
| Candriam Luxembourg S.C.A. | 116,468 | $8.62M | 0.05% | +14,022+13.7% | Added |
| Advisors Capital Management, LLC | 116,336 | $8.61M | 0.14% | +17,483+17.7% | Added |
| Engineers Gate Manager LP | 113,246 | $8.38M | 0.15% | −38,719−25.5% | Reduced |
| Graham Capital Management, L.P. | 112,376 | $8.32M | 0.26% | +80,112+248.3% | Added |
| Teachers Retirement System of the State of Kentucky | 110,567 | $8.18M | 0.07% | −1,417−1.3% | Reduced |
| Martingale Asset Management L P | 110,445 | $8.17M | 0.20% | +100,290+987.6% | Added |
| Sendero Wealth Management, LLC | 108,810 | $8.05M | 1.20% | −18,202−14.3% | Reduced |
| Cornerstone Advisors, LLC | 107,800 | $7.98M | 0.32% | +1,600+1.5% | Added |
| Great Lakes Advisors, LLC | 107,762 | $7.98M | 0.07% | −2,932−2.6% | Reduced |
| Means Investment Co., Inc. | 107,759 | $7.98M | 0.83% | −312−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 107,693 | $7.97M | 0.02% | +22,802+26.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 106,811 | $7.90M | 0.08% | −51,299−32.4% | Reduced |
| Tower Research Capital LLC (TRC) | 106,243 | $7.86M | 0.16% | +69,720+190.9% | Added |
| Wealthfront Advisers LLC | 106,055 | $7.85M | 0.02% | +14,432+15.8% | Added |
| Patten & Patten Inc | 105,973 | $7.84M | 0.52% | +1,805+1.7% | Added |
| Kinsale Capital Group, Inc. | 105,487 | $7.81M | 2.10% | +10,976+11.6% | Added |
| Americana Partners, LLC | 105,159 | $7.78M | 0.32% | +97,244+1,228.6% | Added |
| Avanza Fonder AB | 104,890 | $7.76M | 0.23% | +104,890 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104,832 | $7.76M | 0.21% | +3,587+3.5% | Added |
| Baldwin Brothers Inc | 103,838 | $7.69M | 0.53% | −9,394−8.3% | Reduced |
| KCM Investment Advisors LLC | 103,799 | $7.68M | 0.26% | −1,184−1.1% | Reduced |
| Glenview Trust Co | 103,034 | $7.63M | 0.14% | +358+0.3% | Added |
| Kentucky Retirement Systems | 102,659 | $7.60M | 0.22% | −1,414−1.4% | Reduced |
| Spectrum Financial Alliance Ltd LLC | 102,376 | $7.58M | 2.63% | −4,779−4.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 102,313 | $7.57M | 0.42% | −640−0.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 101,474 | $7.51M | 0.90% | −7,387−6.8% | Reduced |
| Citizens Financial Group Inc | 100,967 | $7.47M | 0.15% | +1,490+1.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 99,934 | $7.45M | 0.09% | +37,285+59.5% | Added |
| Roundview Capital LLC | 100,092 | $7.41M | 0.52% | +911+0.9% | Added |
| Nearwater Capital Markets, Ltd | 100,000 | $7.40M | 0.21% | +100,000 | New |
| First Hawaiian Bank | 99,050 | $7.33M | 0.24% | −330.0% | Reduced |
| Geneos Wealth Management Inc. | 98,978 | $7.33M | 0.26% | +151+0.2% | Added |
| Redmond Asset Management, LLC | 98,828 | $7.31M | 1.83% | −6,151−5.9% | Reduced |
| Clough Capital Partners L P | 98,690 | $7.30M | 0.84% | −31,410−24.1% | Reduced |
| Lafayette Investments, Inc. | 98,230 | $7.27M | 1.56% | +480+0.5% | Added |
| Private Advisor Group, LLC | 98,159 | $7.26M | 0.04% | +4,317+4.6% | Added |
| GWM Advisors LLC | 97,764 | $7.24M | 0.04% | +5,067+5.5% | Added |
| Quantinno Capital Management LP | 97,562 | $7.22M | 0.07% | +43,605+80.8% | Added |
| UniSuper Management Pty Ltd | 95,398 | $7.06M | 0.05% | +17,830+23.0% | Added |
| Teacher Retirement System of Texas | 94,412 | $6.99M | 0.03% | +84,297+833.4% | Added |
| 1248 Management, LLC | 93,729 | $6.94M | 2.99% | +93,729 | New |
| Argent Trust Co | 93,429 | $6.91M | 0.28% | +5,094+5.8% | Added |
| Intech Investment Management LLC | 93,241 | $6.90M | 0.07% | +56,960+157.0% | Added |
| Ascent Group, LLC | 92,787 | $6.87M | 0.52% | +5,511+6.3% | Added |
| Hartford Investment Management Co | 92,409 | $6.84M | 0.22% | −1,601−1.7% | Reduced |
| Point72 Europe (London) LLP | 91,700 | $6.79M | 0.39% | +91,700 | New |
| Oppenheimer & Co Inc | 91,477 | $6.77M | 0.10% | −8,831−8.8% | Reduced |
| Shelton Capital Management | 90,959 | $6.73M | 0.17% | +13,542+17.5% | Added |
| Aviance Capital Partners, LLC | 90,932 | $6.73M | 0.93% | +1,455+1.6% | Added |
| Capital Investment Counsel, Inc | 89,991 | $6.66M | 1.00% | −2,550−2.8% | Reduced |
| Woodline Partners LP | 89,776 | $6.64M | 0.04% | +89,776 | New |
| Spire Wealth Management | 89,650 | $6.63M | 0.21% | +1,355+1.5% | Added |
| Point72 (DIFC) Ltd | 89,378 | $6.61M | 0.60% | +89,378 | New |
| Beck Bode, LLC | 89,028 | $6.59M | 1.20% | +89,028 | New |
| NEOS Investment Management LLC | 88,576 | $6.56M | 0.15% | +21,152+31.4% | Added |
| Radnor Capital Management, LLC | 88,379 | $6.54M | 1.09% | −5,448−5.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 87,089 | $6.45M | 0.10% | −41,614−32.3% | Reduced |